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MORGAN STANLEY

Position in BROS — Dutch Bros Inc.

CIK 895421 NEW YORK, NY

Position in BROS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$135,506,253
+$10,700,281 QoQ
Shares Held
1,887,011
-23.4% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 549 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 70% Shared 0% None 30%

Common Shares in BROS Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. BROS ranks #10 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BROS

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $135,506,253 1,887,011
2026-03-31 $124,805,972 2,463,600
2025-12-31 $104,640,648 1,709,256
2025-09-30 $82,054,617 1,567,723
2025-06-30 $134,771,350 1,971,206
2025-03-31 $94,887,769 1,536,893
2024-12-31 $103,898,763 1,983,558
2024-09-30 $20,729,140 647,179
2024-06-30 $60,211,866 1,454,393
2024-03-31 $21,248,997 643,909
2023-12-31 $12,271,615 387,484
2023-09-30 $3,602,469 154,945
2023-06-30 $4,544,430 159,734
2023-03-31 $6,813,068 215,399
2022-12-31 $5,344,004 189,571
2022-09-30 $8,038,628 258,062
2022-06-30 $5,217,944 164,864
2022-03-31 $11,314,431 204,712
2021-12-31 $8,813,995 173,129
2021-09-30 $2,994,191 69,118